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Tax-wise strategies for charitable contributions can take a 180-degree turn when it comes time to creating an estate plan.
  • Company stock in 401(k)s is still a bad idea: Retirement Scan

    Employees who invest heavily in company stock may be making their financial plans unnecessarily risky.
  • Compliance woes return for LPL

    Firm’s review process called ‘paper-thin’ after Boston adviser charged with selling retirees unsuitable variable annuities and fabricating client information.
  • CE Quiz December 2016

    Test your planning knowledge and earn free continuing education credits from the CFP Board and IMCA.

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The tech game is changing, so are the players

This generation of advisers is likely to “do something very different in regards to purchasing decisions,” tech columnist Joel Bruckenstein predicts.

A warning from a former robo advice entrepreneur

Automation tech wants to take financial sector jobs and do them for free. In the long run, that hurts the economy.

How to keep up with client goals as they change

Timing is everything. Are you prepared with planning advice for each stage of life?
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